™Cash
See cash, bills, possible shortfalls, and the next 13 weeks.
CFO Toolkit early access · No payment today
See your cash clearly.Know what to do next.
Add the finance files you already have. Get one weekly view of cash, the next 13 weeks, profit, bills, collections, risks, and decisions.
Build my CFO Toolkit Mac and Windows · stays private · yours to keep
Your weekly finance picture
Get the answers your business needs every week.
See cash, plan ahead, find problems, and decide what to do. Start with exported files and add direct connections later if you want.
Budget
See what changed and compare different plans.
Sales & profit
Understand changes in sales, fees, refunds, and costs.
Money in & out
Prioritize collections, bills, and payment timing.
Books & checks
Find unfinished reviews, old information, and unusual activity.
Leadership report
Create a clear report with numbers, risks, and decisions.
Build your CFO Toolkit
Answer a few questions. We prepare the starting point.
No passwords, API keys, or private files are collected here.
What you get
Your own finance toolkit, ready to use and keep.
One simple screen for reports, files, reviews, and connections.
Use the complete set for weekly finance and accounting work.
Review cash, budget, profit, collections, bills, books, and plans.
Add Stripe, Shopify, or QuickBooks access when you are ready.
Get help with cash, planning, bookkeeping, reporting, and upkeep.
AI can suggest and test a fix, but only a person can approve it.
Follow a short guide for Mac or Windows.
Check that the download is complete, private, and unchanged.
Other ways to start
Personalized Data Analyst Toolkit · $299Turn many kinds of business files into clear answers.Personalized AI Skill Pack · $49Choose up to 20 AI skills for everyday business work.